Your Knowledge Base is moving on 3/25/24! Our new Help Center provides all the articles you know and love (plus so much more) in a one-stop shop. Ask your SPoC for details!

Records

 

Clicking a row on the List or Grid layout opens the record. Opening it displays more information about that record.

Screenshot showing an example of a participant record with different areas highlighted

 1. Record URL: Every page and record in MinistryPlatform has a unique URL, which is in the browser. You can copy this link, then bookmark it or email it to another user for quick access to a specific record. 

2. Main Page: This is the primary information of the record. This includes the record ID, which is needed when using more advanced features. The top of the main page provides a label of [Record Type] #[ID Number]; for example, "Group #229".

3. Record Facts: A curated collection of key information pulled from around the Platform to summarize and visualize what you've decided your users need to see at a glance. Record Facts can be added, modified, and styled to serve your church well.

4. Tabs: Tabs show information related to the record you have open, allowing you to quickly see snapshots of related information without having to leave the record. Available tabs vary based on the open record and your Security Role. 

5. Edit & Insights: Allows you to edit the record and view (or hide) insights about this record.

6. Actions, Tools, & Reports: These drop-down menus show the relevant actions, tools, and reports that are available for this record.

7. Record Insights: A flexible data visualization that puts mission-critical information front and center, Record Insights can be displayed or hidden by tapping the menu.

8. Panels: The Panels show a snapshot of related details in the system like Tasks, attached Files, and the Audit Log. Panels vary based on the open record and your Security Role.

9. Link Navigation: Link navigation allows you to quickly access other records related to the open record. Click the link icon to jump to the linked record. Links vary based on the open record and your Security Role.